• Accessible Finance Episode 61: Fee based vs Fee Only, Taxes, 401k and more- Listener Questions

  • Dec 3 2024
  • Length: 28 mins
  • Podcast

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  • Summary

  • This week we answer listener questions about fee based versus fee only, tax advice, how to justify a 1% fee, what to do when you find all of your retirement savings are in a 401k or other tax deferred account, and more.


    How should you decide whether to go with a fee only or fee based advisor? Fee-based means they will not only charge you but they can take commissions--it is frequently referred to as a marketing term designed to cause confusion.

    Fee-only, while broadly covering various structures like AUM, flat fee, hourly, a la carte, project based, and more, designates that the advisor does NOT take a commission on products and therefore is focused on providing the best solutions for you without any perverse incentive structures.


    If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!
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